Stephanie H. Orton
Senior Vice President
Stephanie serves as Senior Vice President of Account Management where she focuses on client support and account administration, while also being integrally involved in the development and execution of operational initiatives for the Nashville office. She previously served as an associate financial planner and operations specialist for a fee-only financial planning and investment management firm. Prior to that she served as Vice President of Accounting and Human Resources for Paymaxx, Inc.
Stephanie attended the University of Kentucky and received a Bachelor of Science in Accounting from Brescia University.